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johnalletto1

Two problems when I use the 1099 ssa form, one is it defaults to spouse and the client doesn't have one and second there is no employer number on the Form SSA-1099 social security benefits. This i...

Two problems when I use the 1099 ssa form, one is it defaults to spouse and the client doesn't have one and second there is no employer number on the Form SSA-1099 social security benefits. This is ssa-1099-1099sm and there is no form.

ianrosaaen

I seems that an important point is missed. I pay TT for exactly this type of assistance. Please ask TT to program this so we don’t have to grab pen and paper to do these calculations. Thank you.

DaveF1006

Try changing the "Property Type" from "Vacation/Short-Term" to "Single Family Residence" just to see if the loss disappears. If it does, you've found the solution. If you change the software to...

Try changing the "Property Type" from "Vacation/Short-Term" to "Single Family Residence" just to see if the loss disappears. If it does, you've found the solution. If you change the software to "Single Family Residence," it will simply put a "1" on that line instead of a "3." Given that your property is a single-family home that you happen to rent out short-term, Code 1 is not "wrong"—it’s just less specific, but it does comply with the IRC §280A residency test.

maserang

new auto

user17754280508

Hi ThomasM125 - I have done that a couple of times - totboxtax premier 2024 does not give me the option of adding actual cost of repair, instead forces the calculation to 10% of AGI which is incorrec...

Hi ThomasM125 - I have done that a couple of times - totboxtax premier 2024 does not give me the option of adding actual cost of repair, instead forces the calculation to 10% of AGI which is incorrect. I can manually override the values, but then I have to paper file my return - not an ideal situation. Is there anything else you can suggest please? it is a FEMA qualified DR event!! Thank you so much for helping!!

LeticiaF1

Even if you are using the amount from your IRS account, there are still some situations that could affect what AGI number you use. Some of those situations are: If you amended your return y...

Even if you are using the amount from your IRS account, there are still some situations that could affect what AGI number you use. Some of those situations are: If you amended your return you must use the AGI from your original 2024 tax return. Make sure that you entered the number was entered correctly without rounding. If you filed your return after November 10, 2025 enter $0 as your prior-year AGI. For more ideas that could help you find out what your AGI is, refer to the following TurboTax help article: How do I find last year's AGI?

daccitl

@Sue2843 I'm not sure I agree with skelly11 's advice to include the RMD from your husband's account (which is not really "required" until 4/1) as "RMD due by Dec. 31, 2025." That may work out if ...

@Sue2843 I'm not sure I agree with skelly11 's advice to include the RMD from your husband's account (which is not really "required" until 4/1) as "RMD due by Dec. 31, 2025." That may work out if you don't have any other RMDs or your husband had other accounts and took RMDs from them, too. But your husband's RMD was not due by 12/31, because it is only due/required by April 1. TT uses what you input in this "RMD due by Dec. 31, 2025" field to figure out whether your husband owes an "excess accumulation" (i.e., insufficient withdrawal) penalty considering all of his accounts with RMDs. For 2025, since he was not required to withdraw from this or any other RMD-account, the correct figure to enter in response to "RMD due by Dec. 31, 2025" for this account, and any other RMD-account of his is $0. Open Form 5329(-S or -T), Part IX. He should have $0 "RMD for accounts" and, most importantly, $0 "Undistributed RMD" for 2025. And there should be no penalty tax from this (which would show up on Schedule 2 and then carry over to Form 1040, Line 23 if it's being assessed).

MindyB

You won't be able to take the Energy Efficient Home Improvement Credit without a QMID. Unfortunately, the IRS mandates the QMID for 2025. TurboTax is programmed to block the credit without that four-...

You won't be able to take the Energy Efficient Home Improvement Credit without a QMID. Unfortunately, the IRS mandates the QMID for 2025. TurboTax is programmed to block the credit without that four-digit code to prevent a rejected return. If the item has a QMID and you just do not have it, you can check the Manufacturer’s Certification Statement provided with your items if the contractor gave them to you or look it up on the manufacturer's website. Per IRS 5695 Instructions: "Beginning January 1, 2025, if you are claiming the Energy Efficient Home Improvement Credit for specified property placed into service in 2025, you must include the four-character alphanumeric unique qualified manufacturer identification number (QMID) for each item."

robert-shackelford1984

Do I put down what I paid in total or monthly?

shiva8752420

How to take energy credit when no QMID?

MinhT1

You have to indicate in TurboTax that you have medical expenses in excess of 7.5% of your AGI. In TurboTax Online, please follow these steps: After you have entered all your forms 1099-R, ...

You have to indicate in TurboTax that you have medical expenses in excess of 7.5% of your AGI. In TurboTax Online, please follow these steps: After you have entered all your forms 1099-R, on the 1099-R summary page, click Done Follow the interview until you arrive at the page titled Let's see if we can lower your tax bill. Click Continue On the next page, click the pen icon next to your name Continue the interview to the page These situations may lower your tax bill Enter the amount in excess of 7.5% of your AGI in the box next to Medical expenses and click Continue Your early withdrawal penalty will be waived.

LeticiaF1

To correct your 2024 AGI and e-file your return: Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corr...

To correct your 2024 AGI and e-file your return: Open your return Select the File tab Continue until you reach the screen that says To continue, select options below Enter your corrected AGI in Enter last year's AGI here Select Continue and follow the screens until you've re-transmitted your return If you need to find your last year's AGI, see the TurboTax help article below: How do I find last year's AGI?

BK2000

Legislation change: Signed into law on July 4th, 2025, the OBBBA initiated 529 plan rule changes that include an expansion in the definition of qualified expenses. Many credential programs (such as a...

Legislation change: Signed into law on July 4th, 2025, the OBBBA initiated 529 plan rule changes that include an expansion in the definition of qualified expenses. Many credential programs (such as a CPA exam) are now qualified. Question: Where and how should the 1099-Q 529 distributions, as well as the new qualified exam expenses (no 1098-T) be entered into the TurboTax Windows desktop program? So that the program can figure out any tax liability. NOTE: I am aware that some tax experts may suggest to not enter the 1099-Q if it fully covers the qualified expenses - just keep good records. But that is not always an option such as this example: I withdraw $3,000 from the 529 to cover $2,500 exam fee. So I have a $500 excess distribution with ~$200 earnings as taxable income + the 10% penalty. In this scenario we need TurboTax program's help to properly calculate the taxable liability. Which means I should enter the 1099-Q data as well as the exam fees and expenses somewhere. Where and how, what is the workaround? Then need to figure this out at the State level as well if the State such as CA does not conform. The "expanded use of 529" in the state section does not currently seem to accommodate this. Thank you. TurboTax Deluxe Windows desktop

DianeW777

The shipping costs can be added as 'Other or Miscellaneous' expenses and labeled as shipping expense; or they can be added to the cost of your Boutique inventory as part of the cost of your products....

The shipping costs can be added as 'Other or Miscellaneous' expenses and labeled as shipping expense; or they can be added to the cost of your Boutique inventory as part of the cost of your products. @christina-f2

user17752432175

There is no "does not have an expiration date" OPTION!

ThomasM125

You would only need to enter boxes 5 to 7 on your 1099-NEC entry if you had taxes withheld reported in box 5. If so, you can call the Utah department of Revenue and they may be able to provide you wi...

You would only need to enter boxes 5 to 7 on your 1099-NEC entry if you had taxes withheld reported in box 5. If so, you can call the Utah department of Revenue and they may be able to provide you with the number. Their number is 800-662-4335.

jdtrull

Is this information still accurate? I believe I have a qualifying Ponzi-type loss that I need to acount for. Can this be done in the online version, or must I download the desktop version? Or can it ...

Is this information still accurate? I believe I have a qualifying Ponzi-type loss that I need to acount for. Can this be done in the online version, or must I download the desktop version? Or can it be done at all within Turbotax?

gk5040

After looking into your bullet #3 about things to be aware of... I have the desktop version. How would I know "If the deduction takes your income lower on the FPL, then it creates a circular calcul...

After looking into your bullet #3 about things to be aware of... I have the desktop version. How would I know "If the deduction takes your income lower on the FPL, then it creates a circular calculation"? The publication your referred me to is 68 pages long, I cant understand it. We have no dependents and lived in the USA all year. I just assume Turbo Tax figures the premium tax credit properly. We owe a good portion of the PTC we received back, I inherited some money that boosted my income:(

user17755120661

I left Canada in 2025 and do not have access to a Canadian phone. How can I schedule a call with an expert using my UK number?

DGOly

The errors in Turbo Tax are more general than you indicated. In Home and Business edition the errors are more overt than form integration. Turbo Tax computation of the tax based on line 13 annualiz...

The errors in Turbo Tax are more general than you indicated. In Home and Business edition the errors are more overt than form integration. Turbo Tax computation of the tax based on line 13 annualized income on form AI is simply wrong. You can check against the tax tables for the correct result. Yet there is no way I could find to fix the errors since Turbo Tax would not allow me to over-ride their values in the form. As it stands, I cannot use TurboTax to file my return. Anyone with annualized income should not be surprised if they hear from the IRS down the road.

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Re: If in the question, Where do I enter an SSA-1099, SSA-1099-SM, or SSA-1099-R-OP1?, in the com...

Re: California capital loss carryover, multiple years of not filing in CA

Re: Rental loss incorrectly applied?

where to show auto loan interest for 2025

Re: Claiming actual repair costs for federal disaster?

Re: My efile was rejected because the 2024 AGI does not match. I checked my 2024 tax transcipts a...

Re: RMD taken correctly, but penalty assessed

Re: How do I take energy tax credit when I do not have the QMID?

Rent paid in 2025 for the whole year or monthly?

How do I take energy tax credit when I do not have the QMID?

Re: If my early 401k withdrawal is exempt from the 10% penalty, why is turbo tax still deducting ...

Re: I received an error for 2024 AGI, code IND-031-04

529 distribution for professional credential expenses

Re: Boutique clothing inventory

Re: Questioning TurboTax’s Accuracy After ISS Error

Re: I'm being asked to answer BOX 6 -state number , my 1099-NEC is blank, how do I find it ?

Re: How to claim a deduction for the loss from a fraudulent investment scheme?

Re: Calculate health insurance deduction for self-employed

How can I schedule a call (Full Service Premier) to a UK number?

Re: TurboTax Premier Incorrectly Calculated Underpayment Penalty Using Annualized Method

Do you have a TurboTax Online account?

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